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docs(08-02): complete signing page safety plan — Phase 8 fully done

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- 08-02-SUMMARY.md: server-side filter + type-branching guards documented
- STATE.md: position advanced to Phase 9, decisions recorded, progress 62%
- ROADMAP.md: Phase 8 marked Complete (2/2 plans)
- REQUIREMENTS.md: FIELD-01 marked complete

Phase 8 ships atomically: schema discriminant (08-01) + boundary enforcement (08-02)
This commit is contained in:
Chandler Copeland
2026-03-21 11:56:15 -06:00
parent 0db26db5d8
commit 0cfe0d9e7a
4 changed files with 131 additions and 14 deletions
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21
.planning/STATE.md
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@@ -6,9 +6,9 @@ status: in-progress
last_updated: "2026-03-21"
progress:
total_phases: 13
completed_phases: 7
completed_phases: 8
total_plans: 43
completed_plans: 29
completed_plans: 30
---
# Project State
@@ -18,21 +18,21 @@ progress:
See: .planning/PROJECT.md (updated 2026-03-21)
**Core value:** Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
**Current focus:** Phase 8 — Schema Foundation and Signing Page Safety (v1.1 start)
**Current focus:** Phase 9 — Agent Signature Capture (next in v1.1)
## Current Position
Phase: 8 of 13 (Schema Foundation and Signing Page Safety)
Plan: 1 of 2 in current phase (08-01 complete)
Phase: 8 of 13 (Schema Foundation and Signing Page Safety) — COMPLETE
Plan: 2 of 2 in phase 8 (08-02 complete — phase fully done)
Status: In progress
Last activity: 2026-03-21 — 08-01 complete: SignatureFieldType discriminant, getFieldType, isClientVisibleField added to schema.ts; Drizzle snapshot 0006 created
Last activity: 2026-03-21 — 08-02 complete: server-side agent-signature filter in GET /api/sign/[token], type-branching guards in SigningPageClient.tsx; human verification approved
Progress: [███████░░░░░░] 54% (7/13 phases complete)
Progress: [████████░░░░░] 62% (8/13 phases complete)
## Performance Metrics
**Velocity:**
- Total plans completed: 28 (v1.0 complete)
- Total plans completed: 30 (v1.0 complete + Phase 8 complete)
- Average duration: ~4 min/plan
- Total execution time: ~2 hours
@@ -60,6 +60,9 @@ Recent decisions affecting v1.1 work:
- [v1.1 Research]: Phase 8 must ship atomically (schema discriminant + signing page filter) before any new field type can be placed or sent
- [08-01]: SignatureFieldType.type is optional on SignatureFieldData — v1.0 JSONB documents have no type; getFieldType() coalesces to 'client-signature'
- [08-01]: isClientVisibleField() returns false only for 'agent-signature' — all other types including legacy documents are client-visible
- [08-02]: Server-side filter in route.ts is the primary security boundary — client guards in SigningPageClient are defense-in-depth; direct API callers cannot see agent-signature coordinates
- [08-02]: POST handler in route.ts intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload
- [08-02]: Phase 8 ships atomically — 08-01 schema + 08-02 boundary enforcement active simultaneously; no intermediate state where type discriminant exists but filter is absent
### Pending Todos
@@ -73,5 +76,5 @@ None yet.
## Session Continuity
Last session: 2026-03-21
Stopped at: Completed 08-01-PLAN.md — SignatureFieldType discriminant, helper exports, and migration snapshot added
Stopped at: Completed 08-02-PLAN.md — server-side agent-signature filter, type-branching guards, and Phase 8 human verification approved
Resume file: None